Microsoft Dynamics CRM

Build Custom Microsoft Dynamics CRM Reports

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any company. The current version of the product is called Dynamics 365 and was updated from its previous iteration, Microsoft Dynamics 2016 in November 2017.

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Actiondesk
Microsoft Dynamics CRM
Microsoft Dynamics CRM

Actiondesk is a spreadsheet interface that connects to Microsoft Dynamics CRM and your other data sources so you can build live reports.

Put your Microsoft Dynamics CRM reporting on a spreadsheet

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Connect your Microsoft Dynamics CRM data live

Actiondesk connects to Microsoft Dynamics CRM and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Microsoft Dynamics CRM report

You can use our pre-built Microsoft Dynamics CRM templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Microsoft Dynamics CRM and other data sources?

You can use our pre-built Microsoft Dynamics CRM templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

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How To Connect Microsoft Dynamics CRM To Google Sheets

Follow our step by step guide to import Microsoft Dynamics CRM data automatically into Google Sheets using an Apps Script. Alternatively